Author: gabe

Was your Private Equity group presented 700 or more transactions in 2017? If so, you are not alone. In 2017 the average active middle market Private Equity firm was presented with nearly 700 investment opportunities with many larger groups touching as many as 1100 opportunities throughout the year. Only a few years ago, a study by […]

It seems like there are more ways than ever to source a deal – but building a strong intermediary represented deal pipeline should be kept simple. How many is ‘a lot’? Many PE and Corp Dev professionals we talk to confidently state ‘We already talk to a lot of intermediaries.’. While this is often true, […]

Each year when Q4 approaches, we start to hear one question above all others – ‘Should we stop our origination efforts over the holidays?’. We believe the short answer is ‘No’. While the holidays can take a few sourcing days off the calendar, we believe there are a number of compelling reasons to keep sourcing […]

There are two major differences when comparing CAPTARGET’s deal origination service to that of a buy-side firm… We do not charge success fees for sourcing an opportunity We do not represent ourselves as a third party So, who are we to a seller? We get this question a lot – ‘If you are not a […]

The Client Formerly independent sponsors, this new, California based 2 MD private equity firm was looking to pivot towards investing their own capital into larger deals. Since they were no longer relying heavily on outside capital sources, and since they had no management fee to offset origination/search costs, the firm was very cost sensitive and […]

The client A brand new firm, 3 professional’s, based in California, focused on distressed middle market transactions regionally. The catalyst The founders of this newly created M&A firm actually reached out to our team before finalizing launch. Coming from a larger firm, the partners were used to a certain level of support and information access. […]

Last week we had the pleasure of engaging with a group of private equity professionals based in Texas who had a unique request – to help them learn how to originate deal flow more effectively while also providing guidance on a possible rebranding/repositioning project. The group came to us after recently closing their first portfolio […]

Ask any investment banker and they will tell you – no two deals are exactly alike. The diverse nature of the M&A fulfillment process means that there are times where M&A professionals need support in ways that are simply not on our menu. Below are a few recent examples of alternative ways in which we […]

It seems like 2017 is the year of increasing costs for M&A firms. Data cost from large enterprise tooling providers have shifted and labor costs are on the rise all while more firms continue to enter the market competing for a finite number of deals. Let’s do a quick cost comparison using a sample firm for […]

While we publish our standard CIM (or CBR, pitchbook etc.) on our website – the reality is very few CIMs are identical in scope or format. Below we share a few ways CIM preparation has evolved and how these changes impact pricing. Flexible scope: Each M&A firm we work with has a slightly different take on […]